Joshua is an Associate Consultant at Prime Quadrant.  

Prior to joining Prime Quadrant, Joshua was an Investment Advisor at RBC Dominion Securities.  He was responsible for prospecting for new business, building and implementing financial plans, and managing clients’ investments.  Joshua built and managed customized portfolios for clients based on their risk tolerance, goals, and objectives.  He holds a strong background in investment management, having worked at multiple firms in New York City.

Joshua has a BBA from the Ross School of Business at the University of Michigan and is a CFA charterholder.  

Joshua is an avid tennis and golf player, and a passionate New York Giants fan. He enjoys long walks with his dog Cooper, and values quality time with his wife, family, and friends.